Plan Snapshot
- Plan Sponsor: Julius Zorn, INC.
- Sponsor EIN: 132873532
- Sponsor Address: 3690 ZORN DR, CUYAHOGA FALLS, OH, 442233580
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 160 | $11.0M | $62,295 | $503,604 |
| 2023 | 149 | $9.6M | $57,815 | $461,505 |
| 2022 | 147 | $7.9M | $53,404 | $433,721 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COHEN & COMPANY, LTD. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $19,003 | — | $19,003 | — | — |
| 2023 | $4,595 | — | $4,595 | — | — |
| 2022 | $4,039 | — | $4,039 | — | — |